Categories: create and assign searchable categories for your portal

Categories: create and assign searchable categories for your portal


Intended Audience:  Administrators

Categories let you structure your courses into searchable groups. Create categories once, and use them to organize your resources and catalog.

When you create categories they are available across the portal. They're tools to let you group and identify courses and course content. Categories don't restrict access, only provide help in finding content.


Prerequisite to using categories

To access Course & Resource Categories from portal Settings, you must set up at least one of the features that categories support. Any of the following actions prompts the menu to appear:

·        upload a resource to the library

·        turn on the Internal Course Catalog


Create categories for your portal

  1. From main navigation go to Settings > Course & Resource Categories > Edit Categories.
  2. Enter up to 20 category names.
  3. Optionally: change the Category terminology label.
  4. Save to finish. 
Note: if you need more categories, contact the Safety Made Simple Support team.

The screen shot shows an example using the term Topic for categories.


Add a category to a resource

You can add categories to existing resources in your library to help learners find them.

  1. From main navigation go to Library: from secondary navigation choose Resources.
  2. Select a resource.
  3. In Resource Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows categories added to a resource.


Assign a category to a course in the catalog

Categories in the catalog help learners find content by browsing.

NOTE: When learners use the catalog, they can only filter courses by one category at a time. 

  1. From the main navigation go to Courses > your course name.
  2. From the course Info page, select Catalog. 
  3. In Course Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows some sample categories attached to a course.



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